Advicers.The community for financial advisors who care about their techJoin · $29/mo →
RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Windmiller (swap one in):+ Newport Investment Advisors, Inc. $23.6M · Sycamore, IL+ Blue Jasper Capital LLC $23.6M · Clermont, FL+ Dewitt Capital Management LLC $21.4M · Mystic, CT+ Westlight Wealth $21.4M
Littleton, CO
Lone Tree, CO
Assets under management$22.5M$23.8M$21.4M
Asset growth, last 2 years–––
Advisory staff131
Individual clients192636
Assets per client$1.2M$914K$593K
Clients per advisor19936
Main custodian–––
Filing with the SEC since202620242026
Tools in their stack––2
People on Advicer.bio141

From each firm's latest Form ADV (May 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolWindmillerGbg Wealth Management LLCKopka Financial, LLC
Financial Planning
RightCapital (Right Capital)––Uses it
Schedule Apps
Calendly––Uses it